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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,755 | $35,183-78.0% | $73,550-89.5% | $70,126-88.9% |
| Participation rate | 6.3% | 42.9%-36.7pp | 54.9%-48.7pp | 69.5%-63.3pp |
| Annual return | 18.78% | 26.90%-8.1pp | -15.16%+33.9pp | 73.15%-54.4pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $171 | $1,220-86.0% | $1,804-90.5% | $3,332-94.9% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |